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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
APW
1601
Acima Private Wealth
Virginia
$329K – – –
ACM
1602
AUA Capital Management
Pennsylvania
$329K – – –
SFS
1603
Summit Financial Strategies
Ohio
$329K +$207 +1 +0.1%
GFS
1604
GYL Financial Synergies
Connecticut
$328K +$21.1K +102 +8%
SEM
1605
Strategic Equity Management
Arizona
$327K – – –
LJHT
1606
Laurie J. Hall Trustee
$326K – – –
CA
1607
Cullinan Associates
Kentucky
$325K -$41.4K -200 -13%
PG
1608
Patten Group
Tennessee
$325K +$621 +3 +0.2%
NJBEST
1609
New Jersey Better Educational Savings Trust
New Jersey
$325K +$290K +1,400 New
BDWM
1610
Brewin Dolphin Wealth Management
Ireland
$325K +$41.4K +200 +17%
ECM
1611
Exchange Capital Management
Michigan
$323K -$73.5K -355 -20%
WBC
1612
West Branch Capital
Massachusetts
$323K -$6.21K -30 -2%
FBT
1613
First Bankers Trust
Kentucky
$323K – – –
SIM
1614
Stratos Investment Management
Ohio
$322K -$75.4K -364 -21%
GWM
1615
Greenwich Wealth Management
Connecticut
$320K -$26.5K -128 -8%
MIC
1616
Means Investment Company
Maine
$320K +$21.3K +103 +8%
BOS
1617
Bank of Stockton
California
$320K +$286K +1,381 New
PAA
1618
Peregrine Asset Advisers
Oregon
$319K -$139K -670 -30%
BF
1619
Blankinship & Foster
California
$319K – – –
SMH
1620
Sanders Morris Harris
Texas
$319K – – –
FNC
1621
First National Corp
Massachusetts
$318K +$1.03K +5 +0.4%
LFA
1622
Landmark Financial Advisors
Kentucky
$317K +$13.9K +67 +5%
NEWAS
1623
N.E.W. Advisory Services
Wisconsin
$317K +$283K +1,365 New
5L
1624
55I LLC
Massachusetts
$316K +$16.6K +80 +6%
WTFG
1625
Wells Trecaso Financial Group
Ohio
$315K +$2.07K +10 +0.7%
63 64
65
66 67